Anic Equity¶
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Total return since start: 0.558 %¶
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Equity now: -----------------------------> 47582.83 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46187.72 Kr¶
PnL: ---------------------------------------> -700.85 Kr¶
DD now: ---------------------------------> -2.153 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-24 15:31:56.889207'
Benchmark comparison¶
OMXS30 DJUS NDX DAX W1IDU
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -1.730000 | 2789.500000 | 153.500000 | 5.820000 | 2636.000010 |
| Beijer Electronics Group | 26 | -2.920000 | 3114.800000 | 143.800000 | 4.840000 | 2971.000006 |
| Corem Property Group B | 59 | -1.680000 | 622.450000 | 45.450000 | 7.880000 | 576.999999 |
| AcadeMedia | 12 | -0.100000 | 601.800000 | 44.800000 | 8.040000 | 557.000004 |
| HMS Networks | 2 | -1.340000 | 707.600000 | 34.600000 | 5.140000 | 673.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -1.990000 | 389.100000 | 34.100000 | 9.610000 | 355.000000 |
| MedCap | 2 | -2.150000 | 455.000000 | 34.000000 | 8.080000 | 421.000000 |
| Resurs Holding | 22 | 0.330000 | 605.660000 | 31.660000 | 5.520000 | 573.999998 |
| FM Mattsson Mora Group B | 50 | -0.170000 | 2955.000000 | 28.000000 | 0.960000 | 2927.000000 |
| Boozt | 12 | -0.430000 | 1681.200000 | 27.200000 | 1.640000 | 1653.999996 |
| SAAB B | 8 | -0.190000 | 3396.800000 | 19.800000 | 0.590000 | 3377.000000 |
| Norva24 Group | 16 | -0.400000 | 562.560000 | 19.560000 | 3.600000 | 543.000000 |
| Intrum | 4 | -0.330000 | 544.600000 | 17.600000 | 3.340000 | 527.000000 |
| OEM International B | 7 | -0.130000 | 543.900000 | 15.900000 | 3.010000 | 527.999997 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 576.450000 | 14.450000 | 2.570000 | 562.000005 |
| Securitas B | 6 | 0.700000 | 584.040000 | 14.040000 | 2.460000 | 570.000000 |
| Swedbank A | 3 | 1.560000 | 577.350000 | 13.350000 | 2.370000 | 564.000000 |
| Coor Service Management Hold. | 8 | -0.800000 | 542.400000 | 10.400000 | 1.950000 | 532.000000 |
| Eastnine | 4 | -1.570000 | 500.800000 | 9.800000 | 2.000000 | 491.000000 |
| Karnov Group | 9 | -0.170000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.100000 | 249.120000 | 3.120000 | 1.270000 | 246.000000 |
| Handelsbanken A | 5 | 0.050000 | 546.250000 | 0.250000 | 0.050000 | 546.000000 |
| Creaspac SPAC | 6 | -0.310000 | 574.800000 | -2.200000 | -0.380000 | 577.000002 |
| Nordea Bank Abp | 29 | 0.100000 | 3447.520000 | -6.480000 | -0.190000 | 3453.999992 |
| Midsona B | 63 | 0.000000 | 569.520000 | -13.480000 | -2.310000 | 582.999984 |
| CTEK | 13 | -3.100000 | 520.000000 | -14.000000 | -2.620000 | 533.999999 |
| Essity B | 2 | -1.420000 | 555.200000 | -18.800000 | -3.280000 | 574.000000 |
| International Petroleum Corp. | 5 | -2.430000 | 561.000000 | -33.570000 | -5.650000 | 594.565215 |
| Essity A | 4 | -1.770000 | 1112.000000 | -37.000000 | -3.220000 | 1149.000000 |
| Sampo Oyj SDB | 7 | -0.910000 | 3808.000000 | -42.000000 | -1.090000 | 3850.000000 |
| Vivesto | 1368 | -0.790000 | 547.200000 | -65.800000 | -10.730000 | 612.999432 |
| Axfood | 13 | -1.600000 | 3602.300000 | -153.700000 | -4.090000 | 3756.000001 |
| OX2 | 18 | -1.250000 | 1422.000000 | -242.000000 | -14.540000 | 1663.999992 |
| Fasadgruppen Group | 35 | 1.900000 | 3563.000000 | -248.000000 | -6.510000 | 3810.999990 |
| Ovzon | 52 | -3.210000 | 2818.400000 | -543.600000 | -16.170000 | 3361.999992 |
| TOTAL | 46188.220000 | -700.350000 | -2.1524% | 46888.564618 |
Updated:¶
'2023-01-24 15:31:34.840946'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
